See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,758 | $127,065-53.0% | $113,168-47.2% | $142,382-58.0% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | 15.10% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,090 | $3,442-68.3% | $2,975-63.4% | $4,299-74.7% |
| Participant deferral / active EE | $2,028 | $5,716-64.5% | $5,107-60.3% | $6,507-68.8% |
| Admin fee / account holder | $1,360 | $15,736-91.4% | $12,068-88.7% | $12,624-89.2% |